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Add Sales Reps role restricting permissions so they only see their own customers

started a topic 4 months ago

We would like to give access to our sales reps so they could process orders and see their customer's order history but not each others.  Currently this is not possible in Dear but I think it essential for a B2B business, using the POS with sales reps.


2 people like this idea
  • YES NEEDED URGENTLY

  • This is a must on DEAR.  As basic as the CRM module is on DEAR, it is completely redundant if sales people/teams can see each others opportunities/customers/sales

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2 people like this idea
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